Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSMLX (FRANKLIN SMALL CAP GROWTH FUND CLASS R6) | 7.25% | 21.10% | 14.60% | 1.95% | 11.12% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 06/27/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSMLX (FRANKLIN SMALL CAP GROWTH FUND CLASS R6) | 06/27/2013 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.50 | 21.10 | 14.60 | 1.95 | 11.12 | NA | NA | … | … | 7.25 | 8.05 | 13.18 | 31.24 | -30.17 | -0.14 | 41.93 | 33.61 | -2.92 | 21.51 | 8.92 | -4.26 | 3.96 | 24.36 |
| Sharpe Ratio | NA | 1.04 | 0.58 | -0.01 | 0.40 | NA | NA | … | … | 0.70 | 0.21 | 0.50 | 1.40 | -0.92 | -0.01 | 1.08 | 1.95 | -0.21 | 1.67 | 0.41 | -0.24 | 0.22 | 3.87 |
| Standard Deviation(%) | NA | 18.90 | 21.19 | 24.35 | 23.95 | NA | NA | … | … | 20.62 | 24.54 | 19.08 | 19.84 | 34.62 | 21.41 | 38.56 | 16.49 | 20.78 | 12.58 | 21.47 | 17.76 | 17.79 | 13.70 |
| Draw Down(%) | NA | 11.96 | 29.44 | 42.56 | 42.72 | NA | NA | … | … | 11.96 | 28.45 | 12.26 | 16.95 | 35.87 | 16.65 | 40.06 | 9.79 | 27.65 | 6.47 | 23.48 | 20.77 | 16.55 | 4.10 |
| Yield(%) | 0.00 | 7.77 | 3.22 | 3.79 | 8.24 | 7.03 | 5.27 | … | … | 0.00 | 7.42 | 0.00 | 0.00 | 0.36 | 14.02 | 11.76 | 7.52 | 17.69 | 2.08 | 0.00 | 1.81 | 4.24 | 4.04 |
Data as of 06/08/2026, Common starting date is 06/27/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSMLX (FRANKLIN SMALL CAP GROWTH FUND CLASS R6) |
-5.40%
Apr 2021 – Apr 2024 |
0.36%
Mar 2021 – Mar 2026 |
6.57%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSMLX (FRANKLIN SMALL CAP GROWTH FUND CLASS R6) |
24.60%
Apr 2018 – Apr 2021 |
24.59%
Feb 2016 – Feb 2021 |
12.34%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart